Dennis Omalley is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and 11 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Madeleine Keane is a financial advisor at Merrill Lynch Wealth Management. She focuses on helping clients navigate their financial lives with an emphasis on education planning, personal retirement planning, women and wealth, tax minimization, and retirement income. Her approach centers on teamwork and simplifying complex financial decision-making to help clients achieve lasting financial freedom. Before entering financial advising, Madeleine earned a bachelor's degree from the Pennsylvania State University System and completed her high school education at the Academy of Notre Dame de Namur. Prior to her current role, she worked in technology sales, where she discovered her passion for building relationships and assisting others with important decisions. Madeleine holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She values family and community and enjoys spending time with her family and engaging in sports such as baseball, basketball, football, golfing, and ice hockey, as well as reading.

Ryan Corbley is a financial advisor at Merrill based in Philadelphia, PA, with 14 years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2010 and 2013, respectively. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, utilizing both internal and third-party managers.

Angelo Pinti is a Senior Financial Advisor at Merrill Lynch Wealth Management with over fifteen years of experience in the financial services industry. He specializes in wealth planning and portfolio management, focusing on creating personalized financial strategies that reflect the unique goals and priorities of his clients. Angelo's approach is centered on building genuine, long-lasting relationships based on mutual respect and trust, emphasizing the importance of setting tangible financial objectives and implementing tailored investment strategies to achieve them. Before his career in financial advising, Angelo was a successful small business owner, an experience that informs his commitment to exceptional service and integrity. He serves clients across various focus areas, including college education planning, divorce transition planning, legacy planning, managing new wealth, retirement income, and tax minimization. As a first-generation American, Angelo values diverse perspectives and strives to connect with clients from a wide range of backgrounds. Angelo holds a Bachelor's Degree from Rowan University and is a Personal Investment Advisor (PIA). He is a member of the Beta Gamma Sigma International Business Honor Society and has been involved with his alma mater through roles on the Rohrer College of Business Alumni Advisory Council and the Rowan University Alumni Association Board of Directors. Fluent in English, Italian, and Spanish, Angelo balances his professional commitments with personal interests such as golfing, music, reading, swimming, woodworking, traveling, and spending time with his family.

Noah Wiegand is a Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop portfolio strategies tailored to meet those objectives. Noah provides ongoing financial advice and adjusts strategies as clients' situations evolve. With 13 years of experience working with employer-sponsored retirement benefit plans, including 401k, nonqualified deferred compensation, employee stock purchase plans, and equity compensation, Noah integrates this expertise into comprehensive financial planning. His client focus includes college education planning, divorce transition planning, employee benefits planning, executive compensation, equity compensation services, personal retirement planning, portfolio management services, tax minimization, and retirement income. Noah holds a Bachelor's Degree from Pennsylvania State University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of work, his interests include basketball, football, music, spending time with his family, and traveling.

Natalie Laux is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 license and eight years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016 and previously attended Duquesne University Law School. Prior to her current role, she worked at Bank of America for one year. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Yvonne Steveson is a financial advisor at Merrill with 21 years of industry experience. She has held her current role since 2015 and holds Series 63 and Series 65 licenses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Meagher Jr. is a financial advisor with Merrill in Philadelphia, PA, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory work, he serves as a director at the Wagner Free Institute of Science, a charitable organization focused on natural sciences education and museum operations. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates investment management with Bank of America’s capital-markets platform and emphasizes managed accounts and manager-selection capabilities.

Mianicole Brinkley is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Ponte Vedra Beach, Florida. She specializes in developing and tailoring wealth management strategies that align with each client’s unique circumstances and goals. Her approach focuses on helping clients use their assets efficiently while regularly reviewing progress toward their objectives and adapting plans to support their future financial needs. She holds a Bachelor’s degree from the University of Colorado at Boulder and has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification as well as the Personal Investment Advisor (PIA) designation. Mianicole is actively involved in her community, serving as a board member of WeCareJax, an organization dedicated to advancing and coordinating compassionate specialty care for the uninsured.

Chase Davis is a financial advisor with Merrill in Philadelphia, PA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Merrill and Bank of America in 2022, he worked at Convergent Financial Strategies LLC and BNY Mellon. He serves as a board member on the Penn State Financial Literacy Advocacy Board, advising on financial wellness initiatives at Pennsylvania State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Lauren Caracciolo is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Florence Torson Hart is a Wealth Management Advisor at Merrill Lynch Wealth Management. She serves a diverse clientele including physicians, attorneys, executives, independent women, business owners, non-profits, and families with special needs children. Florence focuses on delivering a wealth management experience that aligns financial goals with clients' values and personal circumstances, utilizing Merrill Lynch's research and Bank of America's resources to construct tailored financial strategies. She coordinates with clients' other advisors to address tax minimization, estate planning, retirement income, philanthropy, and lending needs. Prior to joining Merrill Lynch Wealth Management in 2010, Florence was the CEO and founder of a multi-media company in Ghana and has experience in advertising, public relations, marketing, publishing, and content programming. She holds a Master's degree from Drexel University and a Bachelor's degree from the University of Science and Technology. Florence holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Florence is actively involved in her community, holding the position of President of the US-Ghana Chamber of Commerce. She also serves as Curator of the Global Women's Professional & Business Exchange Conference and supports organizations focused on female empowerment, financial literacy, and global business. She resides in Philadelphia with her family and has interests that include cooking, dancing, sewing, soccer, table tennis, traveling, and yoga.

Nikesh Amin is a Financial Advisor at Merrill Lynch Wealth Management. He brings a diverse professional background, including experience in medical education, startup co-founding focused on accessibility technology, and administrative roles in healthcare. He transitioned into business and finance after completing medical rotations and pursuing an MBA at Georgetown University. Prior to joining Merrill, Nikesh worked as a project management consultant on a Veterans Affairs project aimed at enhancing access and quality of healthcare for veterans. During this role, he led the quality management team and managed a $1.5 billion annual budget. His areas of client focus include college education planning, family wealth management strategies, managing new wealth, small business strategies, tax minimization, and retirement income. Nikesh holds a Bachelor's degree from Rochester Institute of Technology, a Medical Doctorate from Ross University, and an MBA from Georgetown University. He has earned professional designations including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Nikesh is proficient in English and Spanish. Outside of his professional work, he engages in interests such as football, golfing, hiking, rock climbing, singing, and soccer.

William Rogers III is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill and Bank of America since 2018, and previously spent seven years at Enterprise. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Joseph Warwick is a Financial Advisor with Merrill Lynch Wealth Management. He holds the Personal Investment Advisor (PIA) designation and works closely with clients to define financial goals and craft portfolio strategies tailored to their needs. He provides ongoing advice and adapts strategies as clients' circumstances evolve. Joseph earned a Bachelor's degree from Temple University. Coming from a family of educators, he has a strong foundation in research and learning. His interests include adventure sports, cooking, football, hiking, reading, running, spending time with his family, and traveling. He is also a member of the University Barge Club and participates in community initiatives such as Sneaks and Cleats for Ghana.

Debra O'Malley is a financial advisor with Merrill in Philadelphia, PA, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Merrill since 1992. Outside of her advisory role, she serves as a Majority Inspector for the 33rd Ward in Philadelphia, assisting with voter registration on election days. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Katherine Cuomo is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and 11 years of industry experience. She has been affiliated with Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. / U.S. Trust since 2010. Outside of her advisory role, she serves on the fundraising committee of the Morris Animal Refuge's 1874 Society, an advisory board supporting the shelter. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Zachary Shuster is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping individuals and families plan for their futures by creating tailored financial plans that address goals such as retirement planning, funding education, and purchasing homes. Zachary utilizes a Personalized Wealth Analysis® to develop strategies aligned with his clients' unique needs and priorities. He holds a Bachelor's Degree from the University of Delaware and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Zachary is involved with professional and community organizations such as Sigma Nu, serving as an assistant lacrosse coach at Springside Chestnut Hill Academy, and participating in the University of Delaware Alumni Organization. Outside of his professional work, Zachary enjoys golfing, hiking, pickleball, traveling, and spending time with his family. He is also involved in coaching an 8th grade club lacrosse team on Philadelphia's Main Line and takes part in the Philadelphia Regional Alumni Network for his alma mater.

Robert Dolce is a Financial Advisor with Merrill Lynch Wealth Management based in Philadelphia. He focuses on retirement planning, wealth structuring, and assisting high-earning professionals and small business owners in building lasting financial strategies. He provides investing advice, along with access to banking and lending services through Bank of America. His expertise includes college education planning, executive compensation, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Robert's approach is educational and relationship-driven, emphasizing long-term collaboration to help clients pursue their financial goals with confidence. Robert holds a Bachelor's Degree from the University of Pittsburgh and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In his personal time, he enjoys baseball, football, golfing, skiing, spending time with his family, traveling, and watching movies.

Alexa Swetz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill Lynch and a year at Bottle King. She also has experience from her time at Temple University and Hillsborough High School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.